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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-05 |
| UT | RA | APPROVED | 2012-01-10 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
646 W 9400 S, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. EMERY FINANCIAL GROUP - Sale of non-variable insurance products. Life and Health Insurance and fixed annuities. 2. I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES 3. Emery Insurance Group, Sandy, UT. 33% partner with brothers. Call center with 2 divisions of telesales selling final expense life insurance and Medicare. Provide occasional consulting for organization. Start date: 5/1/21, approx. 1 hrs/mo, none during mkt hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-23 |
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